Sage Fund Accounting EVP Benefits

Unlimited Web-based Training
JMT makes training easy and flexible by providing an extensive selection of web-based training classes for Sage Fund Accounting.

Professional Services Support
When you need us most, JMT guarantees that we’ll be there for you. Our consultants know how to support your system better than anyone because we installed it in the first place.

Software & Services Discounts
Save money all year with discounts on user licenses, add-on modules, consulting, regional training classes, and more!

INNOVATE User Conference
EVP clients get a discount on our INNOVATE user conference, where nonprofit professionals meet to learn and discuss best practices in accounting, fundraising, and more. We offer advanced training, one-on-one consulting, and an opportunity to network.

Escalating Benefits in Year 2 & 3
JMT rewards loyal EVP clients with an increase in their regional training discount for year 2 and beyond and an increase in their INNOVATE conference discount for year 3.

Remote Consulting
Because every client is unique, our Gold and Platinum plans include remote consulting hours, which can even be applied toward customized one-on-one training.

Virtual Office Hours
Every other month, a JMT consultant holds virtual office hours online, where you can get answers to vexing questions, and learn from the experiences of other users.

Annual IT Systems Review
This remote “check up” ensures that your IT systems are appropriate and up-to-date.

Peak Performance Package (Platinum Only)
Ramp up your organization’s performance with this package of services designed to take you to the next level. It includes:

• The Board Meeting Package – We’ll review current monthly board financials and suggest modifications and additions.
• Metrics Review/Analysis – We’ll help you establish a set of core performance metrics for reporting.
• Custom Reports Training Day – We’ll provide a full day’s training on creating Sage Fund Accounting Reports.
• Organizational Effectiveness Report – We’ll review and evaluate your organizational processes, and report on ways to improve efficiency and effectiveness.
• Sandbox Creation – We’ll create a duplicate database for testing and training purposes.

Questions?
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If you would like more information on how to become part of the JMT EVP please email cam@jmtconsulting.com or call toll-free at 888.368.2463.